Custom Fields in BUZZ.AI are a powerful feature that allows you to tailor your database to your specific business needs. With custom fields, you can track and store unique information about your prospects that the standard fields do not cover, providing a more complete view of your prospects.
What are Custom Fields?
Custom fields are additional data fields that you can create to store information that is important to your business. This information can be anything from the prospect’s preferred contact time to their specific product interests or industry-specific data.
Benefits of Custom Fields
- Personalization: They enable you to personalize your interactions with prospects by storing unique information about them.
- Segmentation: They can be used to segment your prospects for targeted marketing campaigns.
- Efficiency: They allow you to capture all the necessary data in one place, making it easier to qualify and prioritize leads.
How to Add Custom Fields
- Navigate the Custom Fields : In BUZZ AI interface, locate the section labeled "Custom Fields" from your prospects section.
- Create a New Custom Field: Click on “+ Add Custom Field”. You will be prompted to create and define the field
- Name: Give your custom field a name that clearly describes the information it will hold.
- Value: Select what data you wanna add and store to the field (e.g., address, text, date).
- Add: Once you have defined the field, Click add to add it to the prospect's profile.
- Utilizing Custom Fields for CSV Imports:
One of the most valuable uses of custom fields is during the import of prospect data via CSV files. When you have a list of prospects with varied and unique information that doesn’t fit into standard fields, custom fields come to the rescue. During the CSV import process you can download our template then you can map columns in your file to the custom fields you have created.
This ensures that all the information from your CSV file is accurately reflected in BUZZ database including custom field.
- Consistency: Ensure that you use consistent naming conventions and data formats to keep your database organized.
- Relevance: Only create custom fields for information that is useful and relevant to your business processes.
- Training: Make sure your team understands how to use and update custom fields effectively.
Custom fields are a versatile tool within BUZZ that can significantly enhance your data management and customer relationships. By utilizing custom fields, especially when importing CSV files, you can ensure that your CRM works for you, helping you to capture the unique details that drive your business forward.
Happy Buzzing!